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About

Who We AreĀ 30 Years of Experience

Who We Are 
30 Years of Experience

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Are You Ready? 
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation

Meet the team
The Financial Professionals Who Listen

Gregory  Shoemaker

Gregory Shoemaker

Principal & Co-Founder

Joe  Keifer

Joe Keifer

Managing Partner & Co-Founder

Khurram  Naveed

Khurram Naveed, CFA

Portfolio Manager, LPL Operations Manager

Kim  Nellesen

Kim Nellesen

Compliance Specialist

Liyin  Bao

Liyin Bao, CFA

Portfolio & Program Manager, LPL Operations Manager

Regina  Crook

Regina Crook

Sr. CWP Operations Specialist

Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation